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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,852 | $138,114+17.2% | $125,391+29.1% | $134,545+20.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.30% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $13,027 | $5,246+148.3% | $4,816+170.5% | $4,742+174.7% |
| Participant deferral / active EE | $11,286 | $7,801+44.7% | $7,448+51.5% | $6,401+76.3% |
| Admin fee / account holder | $5,588 | $11,570-51.7% | $10,009-44.2% | $11,431-51.1% |